Our Team

Aridaman Headshot

Ari Shah Singh, JD, MA


Wealth Advisor
Michael Headshot

Michael J. Moises, ChFC®,RICP®,FSCP®


Wealth Advisor
Jeff Bradford Headshot

Jeff Bradford


Financial Services Professional
Emma Headshot

Emily Rose Prah


Registered Service Assistant
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Headquarters


2020 Main St. 10th Floor

Irvine, CA 92614

2400 E Katella Ave. 8th Floor

Anaheim, CA 92806